Our Team

Decades of insight and collective wisdom.

Over the years, we’ve found that a team-based approach can be an effective method of serving our clients. We address a wide variety of needs and help our clients maneuver through a complex financial services world. By working with the Merrill Financial Associates team, you can take advantage of our collective insights, diverse perspectives, training, and life experiences to bring you innovative strategies for meeting your needs. 

Roger Merrill

Founder/Senior
Advisor
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Greg Merrill

Managing Partner/Advisor
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Scott Peck

Advisor
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Sadee Freeman

Office Manager
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Treven Anderson

Registered Assistant
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Zander Coombs

Registered Assistant
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Megan Montague

Onboarding Specialist
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Hannah Hassinger

Senior Executive Assistant
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Sam Mortensen

Investment Operations Intern
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Luka Larimer

Investment Operations Intern
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Roger Merrill

Founder/Senior Advisor

Roger Merrill graduated from Brigham Young University in 1973. Roger is a licensed CLU, ChFC, and Financial Advisor. Roger founded Merrill Financial Associates in 2007 and is proud to have a 50+ year career spent helping clients pursue their financial goals. Rogers' motto regarding investing and life is to “remain optimistic, ignore the economic and political noise, and keep on track.” 

When Roger is not working, he spends time with his three children and nine grandchildren, whom he loves immensely. He also loves spending time in the outdoors, going on walks, playing golf, and learning about history. Roger is an avid reader and loves book recommendations. He is also very involved in the community and his Church service. He notes that the best gifts in his life are his family, friends, work associates, and hundreds of devoted clients. 

Greg Merrill

Managing Partner/Advisor 

Greg Merrill is an experienced financial professional with more than 20 years in the industry. He graduated from Utah Valley University. In 2004, Greg began his career as a Financial Advisor with Northwestern Mutual, where he spent more than 14 years building a successful practice and helping clients achieve their financial goals. In 2018, he joined his father, Roger Merrill, at Merrill Financial Associates, continuing his passion for building meaningful relationships and guiding individuals and families toward financial security.

Outside the office, Greg is a passionate Disney enthusiast and an avid runner. He loves staying active and balancing his busy professional life with his personal interests. As a devoted father, Greg is deeply involved in supporting his wife and their three children in their activities, which range from basketball, gymnastics, dance, and everything else in between. His commitment to both family and community is at the heart of everything he does, and he takes pride in creating a positive, lasting impact on those around him. 

Scott Peck

Advisor

Scott Peck has more than 13 years of experience in the wealth management industry, and he is deeply committed to helping clients pursue financial confidence as they navigate the complexities of their finances. He studied Accounting at Utah Valley University, which laid a strong foundation for his skills in financial planning. Scott’s passion for wealth management extends beyond investment strategies – he enjoys researching tax laws and developing innovative solutions to better serve his clients’ financial goals.  

Outside of work, Scott is a proud father of four and spends much of his time supporting his kids, and you will often find him on a basketball court or soccer field. While keeping his children active is a benefit, he and his family most appreciate the principles and life lessons that sports teach. Scott stays active himself by playing the impossible yet rewarding game of golf and maintaining a regular workout routine.  

Treven Anderson

Registered Assistant

Treven Anderson is a passionate professional who believes in the importance of building a strong financial future. Originally from South Jordan, Utah, he is finishing his Finance degree at Brigham Young University while gaining hands-on industry experience. With two years in the field, Treven combines his education with real-world insights to support the team as they guide clients with confidence and clarity. He thrives on simplifying complex financial concepts and assists the team in creating personalized strategies that seek to set clients up for long-term success.

Outside of finance, Treven is a big-time reader and loves staying active through sports and fitness. He’s also passionate about traveling and enjoys exploring new places with his wife, always looking for the next adventure. Whether hiking in the mountains, discovering a new city, or diving into a great book, he believes in making the most of every opportunity to grow and experience life.  

Sadee Freeman

Office Manager

Sadee Freeman has a strong passion for continuous growth and development. She joined Merrill Financial Associates in 2021 and has enjoyed learning the importance of personal finance. She graduated at 20 from Utah State University with a Bachelor’s degree in Technology Management, completing her degree in just a year and a half. Before that, Sadee earned her Cosmetology School Certification in 2019 and became insurance licensed shortly after, showcasing her diverse skills and commitment to broadening her knowledge base.

Outside of her career accomplishments, she enjoys spending time with her husband, keeping active, reading, crafting, and cherishing time with all of her family. Known for her love of shoes, she proudly admits to owning far more than she probably needs. Sadee is also heavily involved in her church organization, finding purpose and fulfillment in her volunteer work. With a strong work ethic, heart for others, and a positive outlook on life, Sadee brings passion and knowledge to everything she does.

Hannah Hassinger

Senior Executive Assistant

Hannah began her professional career in healthcare, earning her Bachelor of Science in Nursing from Southern Utah University. Through her nursing education, she developed strong analytical, organizational, and problem-solving skills, along with a deep understanding of responsibility and attention to detail. Although she is a Registered Nurse, she decided to make a bold transition to focus on the finance industry. Since joining Merrill Financial in 2023, Hannah has focused on client operations, backend account administration, and assisting advisors with client service needs.

 When she’s not working, you’ll likely find Hannah playing pickleball, reading, and keeping up with her favorite sports teams. These interests help her stay balanced, energized, and engaged both personally and professionally. Hannah looks forward to expanding her knowledge of the finance industry and continuing to grow in her role with the company. 

 


Proudly
partnering with Commonwealth

We are required to affiliate with an RIA-broker/dealer to process investment transactions on our clients’ behalf. We are proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer. 

Commonwealth is independent, just like us. That means the firm can act in the best interests of its financial advisors and their clients – not shareholders. Our partnership with Commonwealth supports our commitment to remain free to act in your best interest without any pressure to promote proprietary products or strategies.

Our Extended Team

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Commonwealth Advanced Planning Team

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Commonwealth Research Team

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Commonwealth Retirement Team

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Guided by principles, not product.

Guided by principles, not product.

Merrill Financial Associates will guide your financial journey with clarity, confidence, and transparency.